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          <time datetime="2020-05-29T16:38:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2020 16:38</time>
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              Navigating a Pandemic: the Art
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  We can think of any investment decision as the coming together of an object, data and analysis, with a subject, the decision maker. This decision maker may be a person...
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        Kasa Investment Partners
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        <time datetime="2020-05-29T16:38:59+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">May 29, 2020 16:38</time>
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          <time datetime="2020-05-29T13:37:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2020 13:37</time>
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              Bathwater babies and value opportunities
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  “Buying cheap stocks is great, but buying good companies cheaply is even better” - Joel Greenblatt Value investing has so much intuitive appeal. Who doesn’t like a...
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          <time datetime="2020-05-29T13:32:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2020 13:32</time>
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              Cold War 2.0
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  Today in the AFR I write about the coming of Cold War 2.0 after last week&#39;s missive explaining that the only important questions right now revolve around who is...
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        Coolabah Capital
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              Cullen Gunn - Investing for impact
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  Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments.Since 1993 Cullen has been working in the farmland and...
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        Koda Capital
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              6 key themes for the market’s next phase
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  Investors are hopeful, says Geoff Wilson AO, but that doesn’t fill him with confidence. “‘Hope’ is not a strategy, but that’s where I think we are,” he told investors...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Adairs Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CCX" data-controller="event" data-event-name-value="link_click" data-event-id-value="44570" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ccx">
    <div
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>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="489" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ccx">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">City Chic Collective Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CCX</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-489">
            Followed by<span class="font-bold text-gray-700"> 95 </span>people
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          <div 
  class="follow-stock-code-489-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="DDR" data-controller="event" data-event-name-value="link_click" data-event-id-value="44570" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ddr">
    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="610" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ddr">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dicker Data Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 205 </span>people
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      +13
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="ADH" data-controller="event" data-event-name-value="link_click" data-event-id-value="44570" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-adh">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">City Chic Collective Ltd</div>
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dicker Data Ltd</div>
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  </div>
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    <div data-controller="tooltip">
  <a aria-label="DTL" data-controller="event" data-event-name-value="link_click" data-event-id-value="44570" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-dtl">
    <div
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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  <a aria-label="KGN" data-controller="event" data-event-name-value="link_click" data-event-id-value="44570" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-kgn">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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      +11
</a></div>

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        Livewire Markets
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The opportunities in <span class="whitespace-nowrap">volatility<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Elevated volatility is providing endless opportunities. Matthew Haupt, Lead Portfolio Manager at Wilson Asset Management, explains how the WAM Leaders portfolio is...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              10 risks that could wreck markets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Central banks and governments have injected ~US$18 trillion into the financial system since February 2020 to cauterise the bleeding in economies and markets. But...
</div>

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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Reliable income amid the dividend <span class="whitespace-nowrap">cuts<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  So far in 2020, investors have seen circa $26b worth of dividend income disappear. For some investors, the loss of income is no great concern, but for investors that...
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  Gold prices have continued their bull market run in Q2 2020, with the yellow metal trading above USD 1,700 per troy ounce.  This reflects a sustained upward trajectory...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 stocks for income and <span class="whitespace-nowrap">growth<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There can often be pitfalls in pursuing a &#39;one or the other&#39; strategy in equities. Hunting income can lead to yield traps. Chasing growth may result in overpaying for...
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  Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The key elements of a rock-solid balance sheet
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In a bull market, investors focus on the income statement. But in a bear market, balance sheets come to the fore. Get both elements right and you’ve got the...
</div>

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          <time datetime="2020-05-28T13:48:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2020 13:48</time>
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              It’s not all doom and gloom for Real Estate
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia’s national cabinet met on Friday May 8 and in a positive move, set out a three-step process to re-open most parts of the economy for a new ‘COVID normal’. ...
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          <time datetime="2020-05-28T12:00:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2020 12:00</time>
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              Nearmap: focused on scaling up
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  Nearmap (NEA) uses aerial imaging and geospatial mapping technology to deliver high-resolution images to customers. Its competitive edge comes from the tech, which...
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why these three market legends are <span class="whitespace-nowrap">bearish<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Why are Geoff Wilson, Phil King and David Paradice all bearish on the market? Do they think there are better opportunities offshore or in Australia? Which sectors and...
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              Mining Cycle: Poised, just like equity markets
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  It goes without saying that the last few months have produced unprecedented 1 market volatility.  Aside of wars, COVID19 is the most monumental disruption to the...
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  “Do not be misled by expert bravado or by an expert’s own sense of how he or she is doing. Evidence is a much better guide than an impressive self-presentation.” Cass...
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              Emerging from the depths
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Forecasting is difficult at the best of times. Amid a pandemic that has prompted governments worldwide to shutter their economies, it is doubly so. To guide our...
</div>

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        abrdn
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